Kourtney Stuthard

Member since October 13, 2017 23:53
Total activity 949
Last activity July 10, 2020 18:58

Recent activity by Kourtney Stuthard

Hi Jaison, Have you tried Dynamic Layout Rules? I think it might be what you're looking for!
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- Created October 23, 2019 17:54
- 2 votes
Hey Courtney, I think I might be able to help you here. First, open the standard Leads dashboard (this one is pre-created by Insightly). There's a card called "Leads by Month". Hover over the ca...
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- Edited October 11, 2019 18:27
- 1 vote
Hi Thomas, If a field appears darker grey in the list and is not able to be added to your layout, that means the field has already been added to the page layout. Please see How to edit or create a ...
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- Created February 26, 2019 00:35
- 0 votes
Hi michael.v.griffis, Custom calculated fields are available for our customers on Enterprise plans. If you are on that plan, you should be able to follow the steps in this article to create a field...
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- Created February 25, 2019 21:00
- 0 votes
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Hi everyone, I'm here to announce Custom Calculated Fields. Custom calculated fields allow you to create mathematical formulas using C# (C sharp). The formulas you can create and their resulting va...
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- Created February 21, 2019 19:43
- 0 votes
Hi everyone, I'm here to announce Custom Calculated Fields. Custom calculated fields allow you to create mathematical formulas using C# (C sharp). The formulas you can create and their resulting va...
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- Created February 21, 2019 19:42
- 0 votes
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Hi everyone! We have added call logging to our mobile app! Just make a call and Insightly will create a new record that contains important details about the call. We want to thank you all for your ...
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- Created February 21, 2019 19:23
- 0 votes
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Hi everyone! I'm happy to announce we have implemented Products, Price Books, and Quotes! Products and Price Books are great for businesses that offer multiple items or services and sell them at va...
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- Created February 21, 2019 18:50
- 0 votes
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Hi everyone! I'm happy to announce we have implemented Products, Price Books, and Quotes! Products and Price Books are great for businesses that offer multiple items or services and sell them at va...
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- Created February 21, 2019 18:46
- 0 votes
Hi Jim, You can change your date and time format in User Settings > User Details. I hope this helps!
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- Created February 19, 2019 18:00
- 0 votes